Business owners face unique estate-planning challenges that require specialized strategies to protect accumulated wealth, minimize tax exposure and ensure the successful transition of the business to ...
Robert Amoruso is the Founder and CEO of Gideon Strategic Partners, a boutique investment advisory firm based in Santa Monica. Navigating the intricate landscape of taxes, estate planning and asset ...
If you are a business owner, you may have heard about the looming “sunset” of the federal gift and estate tax exemption. Unless Congress acts, the current lifetime exemption amount (which is the ...
A comprehensive and well-executed estate plan can help protect your family and assets, minimize tax liabilities and address personal and family matters. For business owners, such a plan should also ...
Inheritance tax rules (IHT) got off lightly in last month’s Budget. Fears that a lifetime gifting cap would be introduced turned out to be unfounded, as did concerns that the government might drop the ...
Hemel Today on MSN
Estate planning expert explains how to reduce inheritance tax in the wake of 'terrible budget'
Married couples or people in civil partnerships have never paid inheritance tax when they pass on their estate to the ...
A recent client scenario brought to light the many drawbacks of joint ownership as an estate planning tool. In this particular case, the client’s aunt added him and his cousin as joint owners of her ...
October 24, 2025 - As part of the so-called "Silver Tsunami," around 41% of all privately owned businesses in the United States are owned by Baby Boomers (birthdates between 1946 and 1964) with ...
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